KF
DFCF icon

Krilogy Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Krilogy Financial’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26M Buy
612,486
+19,138
+3% +$817K 0.84% 30
2025
Q4 		$25.3M Buy
593,348
+34,707
+6% +$1.49M 0.86% 29
2025
Q3 		$23.9M Buy
558,641
+89,900
+19% +$3.81M 0.9% 26
2025
Q2 		$19.8M Buy
468,741
+3,588
+0.8% +$150K 1.14% 25
2025
Q1 		$19.6M Buy
465,153
+28,662
+7% +$1.19M 1.27% 24
2024
Q4 		$18M Buy
436,491
+52,163
+14% +$2.2M 1.2% 26
2024
Q3 		$16.6M Buy
384,328
+8,882
+2% +$379K 1.14% 25
2024
Q2 		$15.6M Buy
375,446
+64,730
+21% +$2.68M 1.15% 23
2024
Q1 		$13M Buy
310,716
+20,614
+7% +$865K 1% 23
2023
Q4 		$12.3M Buy
290,102
+29,121
+11% +$1.19M 1.05% 25
2023
Q3 		$10.5M Buy
260,981
+3,567
+1% +$147K 0.96% 22
2023
Q2 		$10.7M Buy
257,414
+23,759
+10% +$1M 0.97% 25
2023
Q1 		$9.93M Buy
233,655
+95,300
+69% +$4.03M 0.83% 29
2022
Q4 		$5.74M Buy
138,355
+114,579
+482% +$4.74M 0.55% 35
2022
Q3 		$973K Buy
23,776
+4,568
+24% +$198K 0.12% 125
2022
Q2 		$838K Buy
19,208
+3,774
+24% +$167K 0.1% 145
2022
Q1 		$716K Buy
+15,434
New +$741K 0.07% 162

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.06B AUM 37.26% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return